Reports

The Reports section has five sub-pages, each designed for a different kind of analysis. All of them share the same global filter bar and respond to the same period, symbol, tag, and account selections.

Access Reports from the sidebar — it expands to show the five sections.

Overview

Path: Reports → Overview

The Overview page gives a broad, time-based picture of your performance. It has two modes:

• Recent — shows charts for the last 30, 90, 180 days, or Year-to-Date, selectable from the top-right toggle
• Period Breakdown — breaks the selected period into sub-periods (weeks, months) and shows each as a column

Charts on this page:

The Hide Empty toggle removes tags from the table that have no trades in the selected period.

Detailed

Path: Reports → Detailed

The Detailed page shows a full statistics table at the top followed by a set of chart tabs that break down your trading across multiple dimensions.

Stats table sections:

• Performance — Total P&L, Average Daily P&L, Largest Gain/Loss, Drawdown, Commissions, Fees
• Trades — Total trades, Win/Loss counts, Hold times, Average P&L, MFE/MAE
• Quality — Kelly %, Avg R:R, Profit Factor, K-Ratio, Sharpe, Sortino, SQN, VaR 95%, R-squared, Probability of Random Chance, Ulcer Index — see Metrics Glossary

Below the stats, chart tabs break down performance by dimension:

Each chart tab has a Settings dropdown (timeframe, anchor, etc.) at the right.

Compare

Path: Reports → Compare

Compare puts two data slices side by side with the full stats table duplicated for each.

Two modes:

• Quick Report — select from predefined comparison pairs using the dropdown (e.g., "Win vs Loss Trades")
• Custom Report — define two arbitrary groups by applying different filter combinations to each side

Use Compare to answer questions like: "Do my morning trades outperform afternoon trades?" or "How does my Short strategy compare to my Long strategy?"

Tag Breakdown

Path: Reports → Tag Breakdown

Tag Breakdown shows how each tag in your portfolio is performing, all on one page.

Two charts at the top:

• Cumulative P&L by Tag — a multi-line chart showing each tag's equity curve over time, color-coded per tag
• Tag Performance Map — each tag plotted as a dot on the Win% vs R:R plane, with the same breakeven curve as the Overview Performance Map. Tags above the curve are profitable; tags below it are not.

Table below: each tag with its P&L, Win%, Profit Factor, and R:R. Color-coded labels match the charts.

This page is most useful once you have enough tagged trades to see statistically meaningful patterns across strategies. Set up your tags in Tags Management.

Insights

Path: Reports → Insights

Insights contains advanced analysis tools designed for pattern-level research:

Pivots Chart — plots your P&L against a chosen indicator dimension (e.g., ADX, RSI, MACD). Trades are binned by indicator value range, letting you see how your performance correlates with specific market conditions. Configure dimension, value range, timeframe, anchor candle, and binning from the settings panel.

Scatter Plot — maps individual trades on a two-axis plane. Use Quick mode to pick a preset report type, or Custom mode to set any two dimensions as X and Y axes.

Insights is a Pro plan feature. See Subscription for plan details.